We set up and entered data for our primary location. Then we turned on

Hi there, @uservksdojo.

I can help you with tracking locations in QuickBooks Online.

If you want to assign locations to your past transactions, then, yes, you need to add a location per entry manually. The option to do it by batch is currently unavailable. As a workaround, you may look for a third-party application from the apps store that supports the process of assigning location in batch. 

Here's the link: QuickBooks Apps.

Moreover, adding locations to bank accounts is not yet an option with QuickBooks. Rest assured our product developers are working nonstop to deliver the best experiences for all QuickBooks users. 

To stay current with the latest QuickBooks news and feature enhancements, you can visit our blog.

For additional resources about categorizing your transactions into different locations, you can open these articles:

• Set up and use location tracking
• Using Classes and Locations in QuickBooks Online

You can also skim through the topics from our help articles for more tips while working with QuickBooks in the future.

If you have any other questions, please let me know by adding a comment below. I'm always here to help. Have a good one!

@uservksdojo 

Utilize a migration too to modify your data in bulk.

https:// transactionpro.grsm.io/qbo

Thank you, Angelyn. 

I used class instead of location and edited every transaction. Now the Activity report by class (profit & loss) shows a column for one class EXCEPT for the sales tax adjustment that can't be edited. I don't want this extra column for 'unassigned'. Is there a way to fix this?

However, the Statement of Financial Position (balance sheet) does not show columns by class with a total for the organization. How can I do this using class?

If I had done this for location instead of class, would the Statement of Financial Position AND the Activity report show one column for each location with totals for the organization?

And by the way, when I followed the link in the second posted reply to this message, my browser warned me that the site was phishing for my private information.

You're always welcome, @uservksdojo.

I appreciate you for getting back to us here on this forum. I'm here to share with you some additional insights about class/location tracking in QuickBooks Online.

The class and location features work similarly the same. Thus, you don't need to make any changes on how to want to classify your transactions. To learn more about these features, you can check out these articles:

• Using Classes and Locations in QuickBooks Online
• Turn on class tracking in QuickBooks Online
• Set up and use location tracking

With your sales tax adjustment, it'll show up on the Unassigned or Unclassified section since you aren't able to select a class when making an adjustment. As a workaround, you can record a transaction from the (+) New icon for the adjustment. Then, pick a class from there. However, I would suggest seeking assistance from your accountant to help you with recording the adjustment accurately.

Moreover, you can open the Balance Sheet Detail report so you can add the Location and Class column to your transactions. Here's how:

1. Click on Reports at the left pane, then open the Balance Sheet Detail report.
2. Filter the dates, then make the other customization.
3. Mark the Class or Location column from the small gear icon.
4. Tap on Run report to refresh the page.

Lastly, I recommend enabling your anti-spyware or firewall settings and update your browser regularly to prevent phishing attacks. The firewall protection prevents access to malicious files by blocking the attacks. Antivirus software scans every file which comes through the Internet to your computer.

For tips while working with QuickBooks and running your reports, you can also review the details from these links:

• Customize reports in QuickBooks Online
• Find QuickBooks help articles, Community discussions with other QuickBooks users, video tutorials an...

Please let me know how else I can help you with classifying your transactions. It's my pleasure to help. Keep safe!